Tiger Pacific Capital LP Buys Baidu Inc, KE Holdings Inc, ZTO Express (Cayman) Inc, Sells Vipshop Holdings, iQIYI Inc, Yatsen Holding

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Feb 18, 2022
Investment company Tiger Pacific Capital LP (Current Portfolio) buys Baidu Inc, KE Holdings Inc, ZTO Express (Cayman) Inc, Trip.com Group, 360 DigiTech Inc, sells Vipshop Holdings, iQIYI Inc, Yatsen Holding during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Tiger Pacific Capital LP. As of 2021Q4, Tiger Pacific Capital LP owns 15 stocks with a total value of $710 million. These are the details of the buys and sells.

For the details of Tiger Pacific Capital LP's stock buys and sells, go to https://www.gurufocus.com/guru/tiger+pacific+capital+lp/current-portfolio/portfolio

These are the top 5 holdings of Tiger Pacific Capital LP
  1. ZTO Express (Cayman) Inc (ZTO) - 4,161,705 shares, 16.54% of the total portfolio. Shares added by 45.75%
  2. Baidu Inc (BIDU) - 679,562 shares, 14.24% of the total portfolio. Shares added by 268.98%
  3. Noah Holdings Ltd (NOAH) - 2,947,372 shares, 12.74% of the total portfolio. Shares added by 3.69%
  4. Trip.com Group Ltd (TCOM) - 3,152,350 shares, 10.93% of the total portfolio. Shares added by 53.69%
  5. Sea Ltd (SE) - 324,072 shares, 10.21% of the total portfolio. Shares added by 53.52%
New Purchase: KE Holdings Inc (BEKE)

Tiger Pacific Capital LP initiated holding in KE Holdings Inc. The purchase prices were between $17.31 and $25.06, with an estimated average price of $20.51. The stock is now traded at around $19.960000. The impact to a portfolio due to this purchase was 5.36%. The holding were 1,891,139 shares as of 2021-12-31.

New Purchase: 360 DigiTech Inc (QFIN)

Tiger Pacific Capital LP initiated holding in 360 DigiTech Inc. The purchase prices were between $18.27 and $28, with an estimated average price of $22.32. The stock is now traded at around $20.250000. The impact to a portfolio due to this purchase was 3.79%. The holding were 1,172,737 shares as of 2021-12-31.

New Purchase: Alibaba Group Holding Ltd (BABA)

Tiger Pacific Capital LP initiated holding in Alibaba Group Holding Ltd. The purchase prices were between $111.96 and $177.7, with an estimated average price of $145.1. The stock is now traded at around $117.650000. The impact to a portfolio due to this purchase was 2.76%. The holding were 165,128 shares as of 2021-12-31.

New Purchase: Full Truck Alliance Co Ltd (YMM)

Tiger Pacific Capital LP initiated holding in Full Truck Alliance Co Ltd. The purchase prices were between $8.15 and $16.96, with an estimated average price of $13.12. The stock is now traded at around $8.655000. The impact to a portfolio due to this purchase was 2.32%. The holding were 1,971,572 shares as of 2021-12-31.

New Purchase: New Oriental Education & Technology Group Inc (EDU)

Tiger Pacific Capital LP initiated holding in New Oriental Education & Technology Group Inc. The purchase prices were between $1.85 and $2.5, with an estimated average price of $2.16. The stock is now traded at around $1.505000. The impact to a portfolio due to this purchase was 2.1%. The holding were 7,085,400 shares as of 2021-12-31.

Added: Baidu Inc (BIDU)

Tiger Pacific Capital LP added to a holding in Baidu Inc by 268.98%. The purchase prices were between $136.3 and $180.96, with an estimated average price of $155.95. The stock is now traded at around $158.110000. The impact to a portfolio due to this purchase was 10.38%. The holding were 679,562 shares as of 2021-12-31.

Added: ZTO Express (Cayman) Inc (ZTO)

Tiger Pacific Capital LP added to a holding in ZTO Express (Cayman) Inc by 45.75%. The purchase prices were between $26.75 and $32.61, with an estimated average price of $29.83. The stock is now traded at around $29.800000. The impact to a portfolio due to this purchase was 5.19%. The holding were 4,161,705 shares as of 2021-12-31.

Added: Trip.com Group Ltd (TCOM)

Tiger Pacific Capital LP added to a holding in Trip.com Group Ltd by 53.69%. The purchase prices were between $21.74 and $32.72, with an estimated average price of $28.22. The stock is now traded at around $28.835000. The impact to a portfolio due to this purchase was 3.82%. The holding were 3,152,350 shares as of 2021-12-31.

Added: Sea Ltd (SE)

Tiger Pacific Capital LP added to a holding in Sea Ltd by 53.52%. The purchase prices were between $205.68 and $366.99, with an estimated average price of $296.89. The stock is now traded at around $128.160100. The impact to a portfolio due to this purchase was 3.56%. The holding were 324,072 shares as of 2021-12-31.

Added: Yum China Holdings Inc (YUMC)

Tiger Pacific Capital LP added to a holding in Yum China Holdings Inc by 54.45%. The purchase prices were between $47.2 and $61.06, with an estimated average price of $54.08. The stock is now traded at around $52.580000. The impact to a portfolio due to this purchase was 1.83%. The holding were 740,891 shares as of 2021-12-31.

Added: Kanzhun Ltd (BZ)

Tiger Pacific Capital LP added to a holding in Kanzhun Ltd by 25.47%. The purchase prices were between $29.5 and $40.62, with an estimated average price of $35.03. The stock is now traded at around $33.375000. The impact to a portfolio due to this purchase was 1.54%. The holding were 1,544,034 shares as of 2021-12-31.

Sold Out: Vipshop Holdings Ltd (VIPS)

Tiger Pacific Capital LP sold out a holding in Vipshop Holdings Ltd. The sale prices were between $7.5 and $12.91, with an estimated average price of $10.42.

Sold Out: iQIYI Inc (IQ)

Tiger Pacific Capital LP sold out a holding in iQIYI Inc. The sale prices were between $4.03 and $9.77, with an estimated average price of $7.03.

Sold Out: Yatsen Holding Ltd (YSG)

Tiger Pacific Capital LP sold out a holding in Yatsen Holding Ltd. The sale prices were between $1.8 and $4.1, with an estimated average price of $2.78.



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